Trimaran Capital

Trimaran Capital provides portfolio management and pension consulting to a mix of individuals and institutional clients, including retirement accounts, trusts, foundations, churches, and non-profits. The firm documents client objectives in an Investment Policy Statement and typically manages tailored, discretionary portfolios aligned with each client’s goals, risk tolerance, and time horizon.

Investment decision-making emphasizes fundamental analysis as the primary method with technical/charting analysis used as a secondary overlay, and Trimaran focuses on equity and fixed‑income investments while also using ETFs, mutual funds, REITs and ADRs. Portfolios are reviewed on a regular schedule (monthly for accounts, with most holdings reviewed weekly by the principals), and the firm may deploy model portfolios alongside client‑specific restrictions and adjustments.

The brochure discloses that Trimaran may use derivatives and other alternative techniques in separately managed accounts — including options (covered, uncovered and spread strategies), short sales, inverse funds/shorting, and commodities — in limited situations after discussion with clients. That explicit willingness to employ options and shorting in client accounts is a distinguishing practice for a firm of this size and service mix and may lead to different risk and monitoring considerations than peers that avoid such strategies.